CA
USRT icon

Cetera Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Cetera Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$820K Buy
15,242
+1,467
+11% +$77.7K 0.01% 1260
2023
Q4 		$748K Sell
13,775
-244
-2% -$11.9K 0.01% 903
2023
Q3 		$661K Buy
14,019
+486
+4% +$24.9K 0.01% 908
2023
Q2 		$696K Sell
13,533
-235
-2% -$11.8K 0.01% 881
2023
Q1 		$694K Sell
13,768
-1,466
-10% -$75.9K 0.01% 852
2022
Q4 		$753K Sell
15,234
-1,571
-9% -$77.9K 0.01% 782
2022
Q3 		$798K Buy
16,805
+1,044
+7% +$57.5K 0.02% 602
2022
Q2 		$842K Buy
15,761
+2,803
+22% +$165K 0.02% 634
2022
Q1 		$838K Buy
12,958
+2,739
+27% +$172K 0.02% 672
2021
Q4 		$691K Buy
10,219
+4,333
+74% +$276K 0.01% 744
2021
Q3 		$345K Sell
5,886
-115
-2% -$6.99K 0.01% 1037
2021
Q2 		$350K Sell
6,001
-3,270
-35% -$186K 0.01% 981
2021
Q1 		$486K Sell
9,271
-875
-9% -$44K 0.01% 759
2020
Q4 		$491K Buy
10,146
+808
+9% +$37.7K 0.02% 646
2020
Q3 		$408K Buy
9,338
+161
+2% +$7.18K 0.02% 632
2020
Q2 		$399K Buy
9,177
+610
+7% +$25.6K 0.02% 604
2020
Q1 		$336K Buy
8,567
+3,948
+85% +$202K 0.02% 569
2019
Q4 		$252K Buy
4,619
+470
+11% +$25.9K 0.01% 778
2019
Q3 		$230K Sell
4,149
-309
-7% -$16.6K 0.01% 781
2019
Q2 		$233K Buy
4,458
+313
+8% +$16.3K 0.01% 799
2019
Q1 		$216K Buy
+4,145
New +$205K 0.01% 750

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Advisors's USRT Position: Q1 2024 in Review

Cetera Advisors increased its iShares Core US REIT ETF (USRT) stake by 11% in Q1 2024, buying an estimated $77.7K and bringing the position to 15,242 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #1260.

Cetera Advisors first reported a position in USRT in Q1 2019 and has held it in 21 quarters since. The position peaked at $842K in Q2 2022. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Cetera Advisors held 15,242 shares of iShares Core US REIT ETF worth $820K as of Q1 2024.
  • Cetera Advisors bought 1,467 iShares Core US REIT ETF shares in Q1 2024, an estimated $77.7K.
  • iShares Core US REIT ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1260 holding.
  • Cetera Advisors first reported a position in iShares Core US REIT ETF in Q1 2019 and has held it in 21 quarters since.
  • Cetera Advisors's iShares Core US REIT ETF position peaked at $842K in Q2 2022.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.